Olivier Trauchessec, Head of Global Aviation at MUFG Bank in conversation with Joe O’Mara, Head of FS Tax at KPMG

In this episode of Aviation Leaders, Olivier Trauchessec, Head of Global Aviation at MUFG Bank, shares his perspective on the strong performance of airline and aircraft leasing markets in 2025 and MUFG’s role as one of the world’s leading aviation financiers, serving more than 250 clients globally.

Olivier discusses the increasingly competitive sell-and-leaseback market, the arrival of new players such as private equity and hedge funds, and why scale is becoming a decisive advantage for aircraft lessors. He also explores the impact of interest rates, the growing importance of ESG considerations, and the evolution of the aviation ABS market.

Despite the sector’s inherent cyclicality and exposure to future shocks, Olivier outlines a constructive outlook for 2026, underpinned by resilient demand and diversified sources of capital.